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CIK: 0001820681
Total reported value
$392.8M
$392.8M
115 檔
30.0%
As reported in its official Q3 2025 Form 13F filing, Snider Financial Group's tracked investment portfolio stood at $392.8M with 115 total positions.
In Q3 2025, Snider Financial Group displayed an active expansion posture, initiating 6 new positions and adding to 25 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 10.88% | +0.63% | +0.36% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 6.38% | +0.11% | +1.64% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 5.48% | -0.69% | +1.07% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 5.37% | +0.44% | -7.08% | |
| 5 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 4.02% | -0.25% | +1.52% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.02% | -0.71% | -3.03% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.92% | +0.12% | +1.24% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.89% | +0.21% | -0.16% | |
| 9 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.73% | +0.27% | +6.78% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.38% | +0.07% | +1.03% | |
| 11 | XLK | Ss Technology Select Sector | ETF-Tech | 2.33% | +0.28% | -1.48% | |
| 12 | ICSH | Ishares Ultra Short Duration | ETF-Other | 2.22% | -0.27% | +0.63% | |
| 13 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.19% | +0.02% | +0.72% | |
| 14 | MBB | Ishares Mbs ETF | ETF-Other | 1.95% | -1.91% | +0.67% | |
| 15 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.95% | -0.03% | +2.04% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.91% | -0.18% | +0.59% | |
| 17 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 1.49% | -0.06% | +1.44% | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.49% | -0.07% | -0.31% | |
| 19 | RECS | Columbia Resear Enh Cor ETF | ETF-Other | 1.49% | +0.05% | +9.27% | |
| 20 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.44% | +0.29% | +3.40% | |
| 21 | WMT | Walmart Inc | Stock-Consumer Staples | 1.42% | -0.41% | -12.71% | |
| 22 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.40% | -0.32% | -3.19% | |
| 23 | SYK | Stryker CORP | Stock-Healthcare | 1.31% | -0.23% | +6.17% | |
| 24 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.28% | +0.20% | +14.98% | |
| 25 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 1.24% | -0.08% | +2.61% | |
| 26 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.23% | +0.65% | +9.10% | |
| 27 | HEI | Heico CORP | Stock-Industrials | 1.19% | +0.17% | +17.89% | |
| 28 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.11% | -0.09% | +0.40% | |
| 29 | ADSK | Autodesk Inc | Stock-Tech | 1.09% | — | -7.26% | |
| 30 | TDG | Transdigm Group Inc | Stock-Industrials | 1.08% | +0.04% | +8.83% | |
| 31 | AVGO | Broadcom Inc | Stock-Tech | 1.03% | +0.40% | -14.26% | |
| 32 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.95% | -0.76% | EXIT | |
| 33 | V | Visa Inc-class A Shares | Stock-Financials | 0.94% | +0.01% | +3.17% | |
| 34 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.85% | -0.08% | -5.62% | |
| 35 | NLR | Vaneck Urani & Nuclr Etf-usd | ETF-Other | 0.84% | -0.16% | +1.50% | |
| 36 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.79% | +0.12% | +1.71% | |
| 37 | IQLT | Ishares Msci International Q | ETF-Other | 0.79% | — | +2.26% | |
| 38 | SPGI | S&p Global Inc | Stock-Financials | 0.78% | +0.04% | +5.80% | |
| 39 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.78% | -0.02% | +2.08% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.67% | -0.01% | -1.37% | |
| 41 | ANET | Arista Networks Inc | Stock-Tech | 0.65% | +0.27% | — | |
| 42 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.62% | -0.01% | +3.95% | |
| 43 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.62% | -0.07% | -5.07% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.62% | -0.10% | -4.54% | |
| 45 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.60% | -0.67% | EXIT | |
| 46 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.55% | -0.04% | — | |
| 47 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.43% | -0.06% | +7.51% | |
| 48 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.41% | -0.05% | — | |
| 49 | TMV | Dir Da 20+yr Tre Be 3x Etf-u | ETF-Other | 0.41% | — | -14.70% | |
| 50 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 0.39% | -0.10% | -5.69% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SCHG | Schwab US Large-cap Growth | +1% | +0.72% | Add |
| 2 | GOOG | Alphabet Inc-cl C | +0.8% | -0.16% | Add |
| 3 | NVDA | Nvidia CORP | +0.7% | +0.59% | Add |
| 4 | SMH | Vaneck Semiconductor ETF | +0.6% | +1.71% | Add |
| 5 | IQLT | Ishares Msci International Q | +0.5% | +2.26% | Add |
| 6 | IVV | Ishares Core S&p 500 ETF | +0.5% | +0.36% | Add |
| 7 | TSM | Taiwan Semiconductor-sp Adr | +0.4% | +3.40% | Add |
| 8 | CRWD | Crowdstrike Holdings Inc - A | +0.3% | +14.98% | Add |
| 9 | XLK | Ss Technology Select Sector | +0.3% | -1.48% | Add |
| 10 | AVGO | Broadcom Inc | +0.3% | -14.26% | Trim |
| 11 | NLR | Vaneck Urani & Nuclr Etf-usd | +0.3% | +1.50% | Add |
| 12 | PANW | Palo Alto Networks Inc | +0.3% | +9.10% | Add |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | -1.37% | Add |
| 14 | META | Meta Platforms Inc-class A | +0.2% | +1.03% | Add |
| 15 | MSFT | Microsoft CORP | +0.1% | -7.08% | Trim |
| 16 | HEI | Heico CORP | +0.1% | +17.89% | Add |
| 17 | JPM | Jpmorgan Chase & Co | +0.1% | -0.31% | Trim |
| 18 | GOOGL | Alphabet Inc-cl A | +0.1% | +7.51% | Add |
| 19 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | -1.63% | Add |
| 20 | VEEV | Veeva Systems Inc-class A | +0.1% | +2.61% | Trim |
| 21 | ORCL | Oracle CORP | +0.1% | -4.40% | Trim |
| 22 | GE | General Electric | +0.1% | -0.61% | Trim |
| 23 | XLG | Invesco S&p 500 Top 50 ETF | 0% | +2.17% | Add |
| 24 | IWF | Ishares Russell 1000 Growth | 0% | -5.62% | Trim |
| 25 | XMHQ | Invesco S&p Midcap Qual ETF | 0% | +1.44% | Add |
| 26 | ITOT | Ishares Core S&p Total U.s. | 0% | +2.08% | Trim |
| 27 | AMZN | Amazon.com Inc | 0% | +1.24% | Add |
| 28 | VEU | Vanguard Ftse All-world Ex-u | 0% | -5.07% | Trim |
| 29 | ADSK | Autodesk Inc | -0.1% | -7.26% | Trim |
| 30 | IBB | Ishares Biotechnology ETF | -0.1% | — | Unchanged |
| 31 | SPYV | Ss Spdr P S&p 500 Value ETF | -0.1% | +2.04% | Add |
| 32 | SBUX | Starbucks CORP | -0.1% | -12.75% | Trim |
| 33 | TSLA | Tesla Inc | -0.1% | — | Trim |
| 34 | SYK | Stryker CORP | -0.1% | +6.17% | Add |
| 35 | AAPL | Apple Inc | -0.2% | -3.03% | Trim |
| 36 | VIG | Vanguard Dividend Apprec ETF | -0.2% | +1.07% | Add |
| 37 | COST | Costco Wholesale CORP | -0.4% | -3.19% | Trim |
| 38 | LLY | Eli Lilly & Co | -0.4% | +6.78% | Add |
| 39 | GOVT | Ishares US Treasury Bond ETF | -0.6% | +1.52% | Add |
| 40 | AGG | Ishares Core U.s. Aggregate | -0.8% | +1.64% | Add |
| 41 | MOAT | Vaneck Morningstar Wide Moat | — | EXIT | Sold out |
| 42 | RECS | Columbia Resear Enh Cor ETF | — | NEW | New buy |
| 43 | UNH | Unitedhealth Group Inc | — | EXIT | Sold out |
| 44 | IHI | Ishares U.s. Medical Devices | — | EXIT | Sold out |
| 45 | ANET | Arista Networks Inc | — | NEW | New buy |
| 46 | IEFA | Ishares Core Msci Eafe ETF | — | NEW | New buy |
| 47 | TMV | Dir Da 20+yr Tre Be 3x Etf-u | — | NEW | New buy |
| 48 | ANGL | Vaneck Fallen Angel High Yld | — | EXIT | Sold out |
| 49 | PEP | Pepsico Inc | — | NEW | New buy |
| 50 | IEMG | Ishares Core Msci Emerging | — | NEW | New buy |
According to official SEC Form 13F filings, Snider Financial Group reported a total U.S. public equity portfolio value of $392.8M across 115 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, AGG, VIG) accounted for 30.0% of total reported equity market value during Q3 2025.
Top New Position Initiated
RECS
市值: $5.5M
Top Position Liquidated / Trimmed
MOAT
前期市值: $6.0M
During Q3 2025, Snider Financial Group's top holdings by market value included IVV (10.9%)、AGG (6.4%)、VIG (5.5%). The largest single position, IVV, represented 10.9% of total portfolio value.
In Q3 2025, Snider Financial Group made 49 total portfolio adjustments, initiating 6 new buys, adding to 25 positions, trimming 14 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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